|
201
|
Icon Wealth Partners
Houston,
Texas
|
$391K
|
+$391K
|
+7,685
|
New
|
|
|
202
|
Occidental Asset Management
Burlingame,
California
|
$391K
|
+$108K
|
+2,118
|
+38%
|
|
|
203
|
Belpointe Asset Management
Reno,
Nevada
|
$388K
|
–
|
–
|
–
|
|
|
204
|
Cozad Asset Management
Champaign,
Illinois
|
$385K
|
+$14.2K
|
+280
|
+4%
|
|
|
205
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$384K
|
+$407
|
+8
|
+0.1%
|
|
|
206
|
Strategic Blueprint
Atlanta,
Georgia
|
$379K
|
-$15.4K
|
-303
|
-4%
|
|
|
207
|
Oppenheimer & Co
New York
|
$377K
|
-$6.86K
|
-135
|
-2%
|
|
|
208
|
WealthBridge Capital Management
Westerville,
Ohio
|
$369K
|
-$14.1K
|
-277
|
-4%
|
|
|
209
|
Quantum Private Wealth
Tampa,
Florida
|
$367K
|
–
|
–
|
–
|
|
|
210
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$365K
|
+$23.4K
|
+460
|
+7%
|
|
|
211
|
Wintrust Investments
Chicago,
Illinois
|
$358K
|
+$36.1K
|
+710
|
+11%
|
|
|
212
|
Financial Strategies Group
Okemos,
Michigan
|
$354K
|
+$6.3K
|
+124
|
+2%
|
|
|
213
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$332K
|
-$2.08K
|
-41
|
-0.6%
|
|
|
214
|
OneAscent Financial Services
Birmingham,
Alabama
|
$322K
|
-$19.3K
|
-380
|
-6%
|
|
|
215
|
Security Financial Services
Fort Wayne,
Indiana
|
$312K
|
+$312K
|
+6,132
|
New
|
|
|
216
|
Ameriprise
Minneapolis,
Minnesota
|
$309K
|
-$10.7K
|
-210
|
-3%
|
|
|
217
|
Sovereign Financial Group
Stamford,
Connecticut
|
$309K
|
–
|
–
|
–
|
|
|
218
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$301K
|
+$1.83K
|
+36
|
+0.6%
|
|
|
219
|
Meeder Asset Management
Dublin,
Ohio
|
$294K
|
+$14.2K
|
+280
|
+5%
|
|
|
220
|
Mariner
Overland Park,
Kansas
|
$292K
|
-$3.36M
|
-66,141
|
-92%
|
|
|
221
|
XML Financial
Bethesda,
Maryland
|
$291K
|
–
|
–
|
–
|
|
|
222
|
Total Investment Management
Scottsdale,
Arizona
|
$291K
|
+$1.93K
|
+38
|
+0.7%
|
|
|
223
|
Forum Private Client Group
Fishers,
Indiana
|
$289K
|
–
|
–
|
–
|
|
|
224
|
TrueWealth Advisors
Birmingham,
Alabama
|
$288K
|
+$9.3K
|
+183
|
+3%
|
|
|
225
|
Geneos Wealth Management
Englewood,
Colorado
|
$283K
|
–
|
–
|
–
|
|
